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How Do I

Post here if: you're wondering how to do something, whether it's even possible, or don't know where to start.

  • 13,248 Topics
  • 45,911 Replies

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13248 Topics

Anna C
Anna CBeginner
asked in How Do I

Can I send SurveyMonkey surveys to Salesforce contact's email on record update without creating a new survey?

I’m trying to set a zap where if a record in Salesforce is updated, send a SurveyMonkey survey to that Contact Email. I am having trouble setting up the zap without creating a new survey every time. The other option was that contact could be added to a list from which the collector could send whenever added but I’m not sure how to set that up. I tried creating a support ticket but I never got an email back.

8
ken.a
7 hours ago
gokzee
gokzeeNew
asked in How Do I

Magneto 2.x integration with Zoho Inventory

Hello, I was able to successfully integrate zoho inventory with orders and customers using zapier. But when it comes to products I am having issues with getting quantity attributes from magento to Zoho. There is no quantity attribute picked from magento and no field option in zoho inventory to pass the data. Is this possible ? thank you

5
SamB
Community Manager
7 days ago
JurajT
JurajTNew
asked in How Do I

Is this possible? Trigger - Updating candidate in Recruitee - Action - Creating new column in Google Sheets

Hello everyone, I succesfuly created a zap, where creating a new candidate will create a action to create new row in Google sheets with all the information divided to columns i needed. But when i want to add or update  a profile field or tag in Recruitee, how do i create a action, when a new update will overwrite existing data in google sheet or add a new column if needed?

1
Danvers
Community Manager
10 days ago
jotas10
jotas10New
asked in How Do I

Connecting Shopify Customers to Sendinblue Lists by Country

I want to create a zap between Shopify and Brevo (Sendinblue).I want that when a customer from a certain country buys on Shopify, it will add that customer's information in a certain list in Brevo (Sendinblue) based on that customer's country.Example:I have 2 lists in Brevo (Sendinblue), one list for USA and one for Canada.A customer from USA buys a product, I want that customer to be added to the USA list only.How can I do this?

1
SamB
Community Manager
9 days ago
Aztecia
AzteciaBeginner
asked in How Do I

Exporting scheduled Youtube videos in Youtube Studio to my Google Calendar

Hi folks, I have to schedule Youtube videos for my channel(s) months in advance. YouTube studio displays this in a giant list, but I would -love - to be able to see data this in a calendar view so I can quickly visually see that I have things set to the right days of the week. Is this possible with Zapier? I am flexible about what calendar it exports to if there’s some that are more user friendly than Google. These are not publicly punished videos - only scheduled for future dates.  

3
chanelle
Community Manager
1 day ago
Jona
JonaNew
asked in How Do I

Can I create a time-based filter for sending Twilio SMS when Pipedrive deals are added?

Hi,How do I set a filter based on time only, without date. What we need to do is when deals are created in Pipedrive between certain times during weekdays an SMS will be sent via Twilio. The action part of sending SMS is sorted but just need to build a filter based on time only.Thanks,Jona

1
ken.a
10 days ago
Wex
WexBeginner
asked in How Do I

Sharing Multi Checkbox responses across platforms

Hi all,Ideally I’d like to take a multi checkbox answer from Survey Monkey and fill in multi checkboxes on Active Campaign.This is what I’m seeing on each of the 3 platforms (SM, Zapier, AC). Is there a way to automate the replication of multi checkbox responses from SM to AC via Zapier?If so, does this need to be custom text on Zapier and what would that look like? Thanks so much.     

1
SamB
Community Manager
10 days ago
Blast Recording
Blast RecordingBeginner
posted in How Do I

Google Sheets - Incorrect Decimal Format

This post was split from topic: It’s working, but I noticed the figure for the invoice is wrong by a couple of decimal points. Is there a way I can change this?  £200 on an invoice is brought into Sheets as £20000 Thanks!

1
ken.a
10 days ago
Fasani
FasaniNew
asked in How Do I

Zapier Approval Discontinued / Zapier Tables and Interfaces flow...

I am new here, on this page:It says discontinued.How to do the following flow now with tables and interfaces.When a field in a zapier table is updatedAn email is sent containing 5-6 fieldsThe worker/employee reads the data and clicks APPROVE in the emailFlow continuesAbove is the basic flow, I just need some form of UI that shows the selected data and a buttonCan be via email, google chat, web etc

1
Danvers
Community Manager
10 days ago
TMurray
TMurrayBeginner
asked in How Do I

How can I use Zapier to post a Slack Message with markdown Formatting?

When I have my Slack message post using Markdown Language, it just posts the code without any formatting.What am I doing wrong? Is there a way around this?

5
ken.a
8 days ago
LauraFriedlander
LauraFriedlanderBeginner
asked in How Do I

Can I import donation amounts along with donor information from DonorBox to Keap?

I am setting up a DonorBox integration with Keap. The integration successfully imports the Donor’s info info into Keap, but the order imported shows a $0 amount. How do I get the donation amount to appear?

6
chanelle
Community Manager
8 days ago
aigorlaxy
aigorlaxyNew
asked in How Do I

Schedule a zap to read all sheets data and update them in MySQL

I’ve done successfuly a Zap that triggers to New or Updated Rows in Sheets and then update it in MySQL. But, I’m not being able to do the same using another trigger, like Schedule. Why I’m not archieving? Simples: As long “New or Updated Row” is a trigger, I cannot put a trigger before that. I tried to reproduce that zap using Schedule trigger, but there’s none option in Sheets integration to read a sheet or got values from that, to export to another place. What I want? To set a Schedule that everyday at 7 AM my spreadsheet got sync with my DB in MySQL. Any idea how to do it?

2
SamB
Community Manager
9 days ago
netforbes
netforbesNew
asked in How Do I

Can I send a PayPal invoice template via Gmail when a Dropbox file is received?

I am trying to set up a zap for dropbox and paypal. dropbox file received then sends zap to paypal to send invoice template from paypal via gmail 

2
ken.a
12 hours ago
T
TenerifekiwiNew
asked in How Do I

Creating and Updating records in Firestore Document

 Can I please be added to the list of people who will be notified when this is available?  

1
ken.a
10 days ago
dto-brian
dto-brianBeginner
asked in How Do I

Stripe Purchase Says Subscriber Already Exists in Aweber

HiI have customer enter list as abandon carts via click funnels. Therefore, they are already on the list tagged abandon.When they buy via Stripe I want to add new tag as buyer and remove old tag.But I get this https://share.getcloudapp.com/llu7BbqrI am using the UPDATE SUBSCRIBER for the aweber integration.https://share.getcloudapp.com/P8u2nzLoAny ideas what i am doing wrong here please? It could be a stripe drop down, I am using new customer?Thanks in advance

13
dto-brian
5 days ago
dennymah
dennymahBeginner
asked in How Do I

Converting a Google Doc File to Mircosoft Word

Hi, I have a simple question. Is there a way for me to convert a generated google doc into microsoft word? Currently, I have a zap where it will generate a google doc and I have to manually click into the google document and click download - save as - docx (microsoft word) format. Is there a way I can eliminate this manual step and have zapier automatically do a conversion from google doc to microsoft word?

4
john4455
8 days ago
Silkenz
SilkenzNew
asked in How Do I

How do I trigger a zap as soon as customer cancels subscription and not at end of billing period

I have a membership hub in Searchie with monthly and annual membership plans.I collect payment via Stripe and manage emails via Klaviyo.When members cancel their subscriptions in Stripe, they keep access to my membership till the end of their billing cycle.I’ve set up a Zap using the ‘cancelled subscription’ trigger to email them when they cancel, however as the subscription is not officially cancelled in Stripe till the end of their billing period the Zap doesn’t trigger till the billing period ends.I would like the Zap to trigger on the day they cancel and not at the end of the billing period so they receive an email the day they cancel and before they lose access, not days/weeks later when the billing period ends.Is there a way to do this?

1
SamB
Community Manager
10 days ago
Steve H
Steve HBeginner
asked in How Do I

Ticket Tailor to Little Green Light

New to Zapier and Ticket Tailor.  I am trying to make a Zap that will import data from a TT ticket order into LGL.  The sample order that Zapier provides uses UK address format, which does not have City or State fields.  Is there a way to get data from those fields into an Action?Thanks for any help! 

3
ken.a
9 days ago
T
Tina LopezBeginner
asked in How Do I

Can I extract words from a numbered list in Google Sheets when a new row is added?

I can’t seem to find a simple way (5 steps or less) to extract the content out of a numbered list.  For example. passive income money income business wealthI want to be able to extract the words and remove the numbers; then put them as separate fields so I can map it to individual sections in another step. 

4
ken.a
7 days ago
ajpelectric
ajpelectricNew
asked in How Do I

How do I transfer the phone number from Chiirp to Google Contacts when creating a new customer?

Does anyone know how to get the phone number from Chiirp transfer to google contacts? I create a new customer in Chiirp but only the name transfer over. Please help

1
ken.a
10 days ago
HugoT
HugoTBeginner
asked in How Do I

Select images from RSS Feed

Zap workflow:Fetch RSS Feed (showcases up to 11 images per item) Formatter by Zapier (seperating the images) Create a record in Zapier tables (since i want to add the ‘continue’ button to manually approve the continuation of the Zap) Continue Zap - Tables Send images to Creatomate Problem / Desired situation:For Creatomate we only need 5 images max. However, before sending the images we want to pre-select which images to use. It could be for example that images number 1, 3, 4, 8 & 10 will be used. This needs to be selected manually.What type of adjustments or other integrations would you recommend that we first get (a notification in order) to select the correct images and afterwards pressing the continue button? Or even before transferring the data into the table to pre-select the images...

2
SamB
Community Manager
8 days ago
Marcell
MarcellBeginner
asked in How Do I

ZAP detecting JIRA status updates

Hi All!I would need some help for the following issue: I have a JIRA Service Desk and using ZAPier to integrate it with other 3rd party apps. Now, when I look at step 1, which is defining the Trigger, I can see that ZAPier understands 2 events:Create Issue​​​​​​Update issueNow, regarding update issue, how can I define that inside update what would be the exact update I want the trigger to activate. Like I want only an action when the ticket gets closed. Because now anytime if any update happens on my tickets, then action is being done, but I want to define that if the update is ticket being closed, only then I want to have the action.Thanks!

3
its_Pro
9 days ago
daniel.w
daniel.wNew
asked in How Do I

How do I add/update a subscriber in Mailchimp with their email when a Webhook is triggered?

Hi All i am trying to create a “Add/Update Subscriber in Mailchimp” Zap / webhook, but i cannot seem to get past the action stage.it is asking me to do the following:Subscriber Email (required)Enter text…The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.however, it is not presenting me with any options on what should be in this field. Can anyone advise? thanks

1
Danvers
Community Manager
13 days ago
neilkerr
neilkerrBeginner
asked in How Do I

Zaps working manually but not automatically

Hello Team, I have integrated Memberpress with Chargebee using zapir everything look perfect but only one thing is not working which is automatically subscription and customer not creating into Chargebee...When I am running manually seems to working fine look like zap is not getting trigger automatically can you please look the issue what I am missing into configuration   Thank you 

3
ken.a
9 days ago
R
Renato AlvesNew
asked in How Do I

I'm struggling to find/trigger off of sent emails in HubSpot

Hi team; I need your help!Whenever the email is sent through Hubspot, I want to get this email and send it to a Slack channel. However, I’m struggling to get this email on Hubspot. I tried to find the deal id and get the deal.  Find a deal, get a deal and etc.

1
SamB
Community Manager
13 days ago
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